Carson Wealth (CWM LLC)’s Bio-Rad Laboratories Class A BIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$27K Sell
111
-9
-8% -$2.19K ﹤0.01% 3703
2025
Q1
$29K Sell
120
-429
-78% -$104K ﹤0.01% 3399
2024
Q4
$180K Sell
549
-76
-12% -$24.9K ﹤0.01% 1889
2024
Q3
$209K Sell
625
-134
-18% -$44.8K ﹤0.01% 1733
2024
Q2
$207K Buy
759
+103
+16% +$28.1K ﹤0.01% 1570
2024
Q1
$227K Buy
656
+100
+18% +$34.6K ﹤0.01% 1449
2023
Q4
$180K Sell
556
-119
-18% -$38.5K ﹤0.01% 1465
2023
Q3
$242K Buy
675
+107
+19% +$38.4K ﹤0.01% 1229
2023
Q2
$215K Buy
568
+201
+55% +$76.1K ﹤0.01% 1219
2023
Q1
$176K Sell
367
-29
-7% -$13.9K ﹤0.01% 1238
2022
Q4
$167K Buy
396
+31
+8% +$13.1K ﹤0.01% 1163
2022
Q3
$152K Buy
365
+109
+43% +$45.4K ﹤0.01% 1156
2022
Q2
$127K Sell
256
-52
-17% -$25.8K ﹤0.01% 1218
2022
Q1
$173K Buy
308
+113
+58% +$63.5K ﹤0.01% 1097
2021
Q4
$147K Buy
+195
New +$147K ﹤0.01% 1153
2021
Q2
$97K Hold
150
﹤0.01% 1150
2021
Q1
$97K Hold
150
﹤0.01% 1150
2020
Q4
$97K Hold
150
﹤0.01% 1150
2020
Q3
$97K Hold
150
﹤0.01% 1150
2020
Q2
$97K Hold
150
﹤0.01% 1150
2020
Q1
$97K Hold
150
﹤0.01% 1150
2019
Q4
$97K Hold
150
﹤0.01% 1150
2019
Q3
$97K Hold
150
﹤0.01% 1150
2019
Q2
$97K Hold
150
﹤0.01% 1150
2019
Q1
$97K Buy
150
+48
+47% +$31K ﹤0.01% 1150
2018
Q4
$24K Buy
102
+72
+240% +$16.9K ﹤0.01% 1073
2018
Q3
$9K Hold
30
﹤0.01% 1177
2018
Q2
$9K Buy
+30
New +$9K ﹤0.01% 1020
2017
Q4
Sell
-12
Closed -$3K 1457
2017
Q3
$3K Hold
12
﹤0.01% 1184
2017
Q2
$3K Hold
12
﹤0.01% 944
2017
Q1
$2K Hold
12
﹤0.01% 967
2016
Q4
$2K Buy
+12
New +$2K ﹤0.01% 967